Episode No. 395 | September 04, 2024
Mastering Talent Acquisition: Insights on Recruiting and Retaining Top Financial Planning Professionals
With Caleb Brown, MBA, CFP®
In this episode of XYPN Radio, we welcome back Caleb Brown, MBA, CFP®, the founder and CEO of New Planner Recruiting. With over 20 years of experience in the industry, Caleb brings a wealth of knowledge and a unique perspective on what it takes to attract and retain top talent in advi …
Episode No. 383 | March 20, 2024
Grow Your Firm Faster by Leveraging Your Former Career
with Mike Zung
Today I am thrilled to welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike's path is a testament to the power of perseverance and strategic planning in the financial advising industry. His background in tech architecture …
Episode No. 382 | March 06, 2024
Leveraging Your Wirehouse Experience to Shape Your Fee-only Firm
With Jennifer Kang
I'm so excited to return as the full-time host of XYPN Radio! And what a great episode to kick off with. Joining me is XYPN member Jennifer Kang, CFP®, founder of JWK Financial, a thriving RIA based out of New York. Jennifer shares her incredible journey and how she leveraged two deca …
Episode No. 376 | December 13, 2023
Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance
With Maggie Klokkenga
In this episode of XYPN Radio, we’re joined by XYPN member Maggie Klokkenga, the founder of Make A Money MindShift. Maggie's journey is a testament to the transformative power of financial coaching. Starting her career as a CPA, she eventually transitioned to a large firm in St. Louis …
Episode No. 375 | November 29, 2023
Building Eden: Exploring The Heart Of Year One In A New RIA
With Nycole Freer
Many of our recent guests have discussed how things are 2, 3, and 4 years after starting. But what about when you’re in the thick of it? Our guest today, Nycole Freer, founder of Eden Financial is only 8 months into her solo RIA journey and tells us what it’s like! After navigating th …
Episode No. 353 | January 25, 2023
Having the Freedom to Make Work Work For You
A Conversation with Sarah Ponder
Whether you live in a single or dual-entrepreneurial household, have children you’re balancing in that equation, or are just looking for effective tips to convert prospects into clients, this episode is for you!
Episode No. 352 | January 11, 2023
Building Your Business With Intention – A Tale of Transitions As We Check Back In
With Kay Dee Cole
We’re excited to welcome back XYPN member Kay Dee Cole, CFP®, founder of Clarity Wealth Development, on the show today. Kay Dee was on the show back in 2017 and we wanted to bring her back on now, to give us an update on her firm and how things have progressed and changed. I have to s …
Episode No. 348 | November 16, 2022
Changing Careers & Building an Ideal Firm in 2 Years
A Conversation with Andy Panko
Today we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio. Andy always knew he wanted to be a financial advisor—but the harsh reality of financial planning opportunities (or the lack of them) for a fresh college graduate was discouraging. So, …
